ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 316 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.16 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $14,000 | 0.0% | 117 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $14,000 | +7.7% | 117 | 0.0% | 0.01% | +16.7% |
| Q3 2015 | $13,000 | -13.3% | 117 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $15,000 | +7.1% | 117 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,000 | 0.0% | 117 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $14,000 | -39.1% | 117 | -41.2% | 0.01% | -40.0% |
| Q3 2014 | $23,000 | -17.9% | 199 | -17.8% | 0.01% | -16.7% |
| Q2 2014 | $28,000 | -15.2% | 242 | -17.7% | 0.01% | -14.3% |
| Q1 2014 | $33,000 | -81.8% | 294 | -82.0% | 0.01% | -82.1% |
| Q4 2013 | $181,000 | -18.8% | 1,636 | -25.9% | 0.08% | -64.1% |
| Q3 2013 | $223,000 | -16.5% | 2,208 | -20.3% | 0.22% | +43.7% |
| Q2 2013 | $267,000 | – | 2,769 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Georgetown University | 237,678 | $51,669,000 | 17.38% |
| PITCAIRN CO | 629,232 | $136,789,000 | 14.45% |
| Family Firm, Inc. | 224,698 | $48,847,000 | 14.39% |
| AlphaCore Capital LLC | 137,074 | $29,798,000 | 13.83% |
| SCS Capital Management LLC | 2,283,030 | $496,308,000 | 13.71% |
| Wind River Trust Co | 124,792 | $27,129,000 | 13.18% |
| TLWM | 145,905 | $31,723,000 | 12.15% |
| Wealthstream Advisors, Inc. | 54,430 | $11,833,000 | 11.96% |
| Evensky & Katz LLC | 437,739 | $95,160,000 | 10.86% |
| LGL PARTNERS, LLC | 297,327 | $64,636,000 | 10.46% |